Hold my corona! It is time for the airing of my personal financial laundry. Let’s see what the corona virus and related market action has done to my portfolio.
Continue reading “State of the Stash – February”Tag: BRK
State of the Stash – January 2020
It is time for my personal finance journal update. The first one of the new decade!
Read MoreBerkshire’s Cash Horde
Earlier today, YouTube served me a video of an interesting presentation by Greg Warren, the Morningstar analyst who covers Berkshire Hathaway (“BRK”). Greg said something that I had been thinking about and inspired me to get my thoughts down. So, rather than write about any of the topics I had planned, I am going to share a few thoughts on Berkshire Hathaway’s cash horde and Greg Warren’s: Five Reasons to Consider Buying Berkshire Hathaway.
Is 2019 Berkshire Too Big to Win?
I am reviewing the most recent Berkshire annual meeting (and related press appearances). This has triggered a couple of thoughts which I now feel compelled to inflict upon you. One relates to a topic I have written about before: Is Berkshire too Big to Win? Well, Messrs. Buffett and Munger made some comments that seem to shed some light on their answers to this question.
Read OnEinhorn Versus Buffett: a Great and the GOAT on AAPL
David Einhorn recently issued his investor letter for the third quarter, generating media reports concerning the contents. He reportedly compared Tesla to Lehman Brothers (I recently discussed Tesla here). He also went on to discuss his decision to liquidate his Apple (“AAPL”) position. See CNBC story reporting on letter.
Einhorn’s stated reasons for this move, the process and circumstances surrounding this action, as contrasted with those of Buffett’s AAPL investment, led to a couple of observations. Continue reading “Einhorn Versus Buffett: a Great and the GOAT on AAPL”
I Pick Things Up and Put Them Down: August 2018 (Savings and Investing Diary)
It is time, yet again, for the monthly airing of my private financial laundry. My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends. It will also serve as a record, so that I can look back and analyze. This time, I’m also going to sprinkle in some investing observations and curate some finance media for you. Continue reading “I Pick Things Up and Put Them Down: August 2018 (Savings and Investing Diary)”
Back in the Saddle (Savings Diary)…July 2018
It is time, yet again, for the monthly airing of my private financial laundry. My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends. It will also serve as a record, so that I can look back and analyze. Continue reading “Back in the Saddle (Savings Diary)…July 2018”
Media Curation – Baby Buffett Book
I have been reading, watching, and listening to a fair amount of finance media lately. But for this post we’re going to go back in time a bit, because I want to make sure this one did not escape our attention. It is also topical for an investment I am currently pondering. Continue reading “Media Curation – Baby Buffett Book”
Investing Diary: Macro Trippin’
A little trade war angst has spiced things up a bit in the markets lately. So…I bought some stuff. Also, Barron’s had a negative Berkshire article suggesting some dramatic changes for Buffett, complete with recommendations about how to deal with his “cash problem.” Continue reading “Investing Diary: Macro Trippin’”
Pod-tastic!
You knew that title was coming, didn’t you? It’s time for me to highlight another interesting podcast. [I wanted to get this out, so I can follow my usual tradition of posting at around 5:00 p.m. on Friday night. That’s a good technique, right?]
The Berkshire Hathaway Annual meeting is this weekend (if you’re unable to attend, Yahoo Finance will be streaming the festivities). So I thought we would look at some interviews related to the author of a book being featured in the Bookworm this year. Continue reading “Pod-tastic!”